+21.2%
VZ vs XRT
-1.7%
+22.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.4% | +4.1% | -1.7% | +1.7% |
| 30D | +11.2% | +9.9% | +1.3% | +9.7% |
| 3M | 0.0% | +2.3% | -2.3% | -0.4% |
| 6M | +1.3% | +9.6% | -8.3% | -0.1% |
| YTD | +21.3% | +9.1% | +12.1% | +19.5% |
| 1Y | +23.9% | +16.2% | +7.7% | +21.0% |
| 3Y | +57.7% | +60.1% | -2.4% | +45.6% |
| 5Y | +21.2% | -0.5% | +21.7% | +14.9% |
| All | +21.2% | -1.7% | +22.9% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded XRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling